Asset management

6/2/15 | Real estate

This issue features an article that expands on the trend of US investors deploying capital in foreign markets, as well as the effect of changing demographics on the real estate investing landscape. In “Real Estate: Building the future of Africa,” Ilse French discusses how certain demographic, economic, and political trends in Africa may impact opportunities for real estate investors.

What are the latest comparable statistics for mergers and acquisitions and active trades in the financial services industry? Check out PwC's quarterly valuation summaries for the Banking, Insurance and Asset Management sectors. Insights include: trends in market multiples, related transactions, and transaction benchmarking analysis.

5/20/15 | Financial services regulatory practice

Upcoming rules will address reporting, liquidity, and stress testing.

5/8/15 | PwC Investor Resource Institute

Today’s trading is complex and frequently involves little human intervention. Five years after the "Flash Crash," do you know how high frequency trading and dark pools work? Our new report separates fact from fiction.

4/13/15 | Asset management

This publication provides perspectives on the recent trends and outlook relating to asset management mergers and acquisitions activity in the US. There are several key themes that have influenced deal activity in 2014, and we expect these themes to continue to impact deal activity in 2015 and beyond. While some of these themes are expected to impact near-term trends, others will continue to shape the M&A activity in the industry.

Webcast

3/23/15

In this recorded webcast, Jean Connolly summarizes the recent developments of the short and long-term projects of the NAIC with a focus on decisions reached at the 2014 NAIC Spring National Meeting (March 28-31, 2015).

The FASB issued a final standard amending the current consolidation guidance. Early adoption is allowed.

Webcast

2/19/15

Our webcast provides insight into the impact FASB’s new consolidation standard will have on commercial and industrial companies in the automotive, communications, entertainment & media, energy, healthcare, industrial products, pharmaceuticals, retail & consumer, transportation, technology, and utility industries. Watch a replay or participate in the on demand (CPE-eligible) version of this webcast.

Webcast

2/19/15

Our webcast provides insight into the impact FASB’s new consolidation standard will have on companies within the financial services industry. Watch a replay or participate in the on demand (CPE-eligible) version of this webcast.

11/13/14 | PwC Investor Resource Institute

In October 2014, institutional investors, corporate officials, and governance specialists came together at PwC’s second annual Investor Exchange. The goal: to exchange ideas, discuss important issues, and find opportunities to collaborate in the future.

10/14/14 | Power & utilities

More than 20 senior power and utilities (P&U) executives and experts from the US and Canada joined us in May 2014 in Chicago to discuss the challenges they’re facing managing their physical asset portfolios and operations. The group came together at a roundtable to share their approaches to Enterprise Asset Management and to discuss leading practices, challenges and lessons learned Participants were drawn from across the gas and electricity sectors, including generation, storage, transmission, and distribution.

10/14/14 | Real estate

In this issue, we cover several timely and insightful topics, including the expanding trend of non-traditional REIT conversions, Sovereign Wealth Fund investment strategies for US property markets, and the positive trends impacting the vibrant office sector.

9/24/14 | Assurance services

The FASB and IASB have issued their long-awaited converged standard on revenue recognition. How will you be affected? This industry-specific supplement to our In depth publication highlights some of the areas that could create the most significant challenges for Asset management companies as they transition to the new revenue standard.

9/8/14 | Assurance services

The FASB and IASB have issued their long-awaited converged standard on revenue recognition. How will you be affected? This industry-specific supplement to our In depth publication highlights some of the areas that could create the most significant challenges for Real Estate companies as they transition to the new revenue standard.

8/26/14 | Asset management

This document summarizes fund of fund tax considerations as discussed during a webcast by a panel of asset management, state and local tax, and technology specialists within PwC’s Asset Management Tax practice.

8/26/14 | Asset management

With growth opportunities for hedge fund administrative services decreasing, where will new demand come from? The answer lies in competitive forces now shaping the asset management industry. Learn which four key industry trends could drive new growth in hedge fund administration, and how these emerging changes could affect your business.

8/6/14 | PwC Investor Resource Institute

Companies often use non-GAAP financial measures to provide insights into their business. Investment professionals share their perspectives on the value to investors, their effect on transparency, and perceptions on management.

In depth

8/5/14 | Assurance services

The FASB expects to issue a final standard amending the current consolidation guidance in the coming months. The new consolidation standard will make targeted changes to the current consolidation guidance and end the deferral granted to investment companies from applying the variable interest entity (VIE) guidance.

7/31/14 | PwC Investor Resource Institute

Cybersecurity is more than just a technology issue in the back office; it's a critical business issue that can dramatically impact a company's competitive position. Learn what leading practices are available to investors to determine if a company is reasonably prepared to weather the storm of a cyberattack.

7/1/13 | Assurance services

This Dataline provides a high-level summary of the comments received on the board's respective proposals.

Dataline

6/25/13 | Assurance services

On June 7, 2013, the FASB issued amendments to ASC 946 that modify the definition of an investment company under US GAAP. This Dataline looks at the key aspects of the new guidance and shares our insights on applying it.

4/15/13 | PwC Investor Resource Institute

Companies in the United States typically follow generally accepted accounting principles (GAAP) when preparing financial statements. A non-GAAP measure is defined as a measure that excludes (or includes) amounts that are included (or excluded) in the most directly comparable measure calculated in accordance with GAAP. Read why members of the investment community find non-GAAP measures useful.

2/28/13 | PwC Investor Resource Institute

US accounting standards require public companies to disclose, in their financial statement footnotes, segment data based on the “management approach,” under which investors are provided with a view of the business through the eyes of management. Read more in this edition of Insights from the investment community.

This Insights for the Investment Community explains what the auditor does, what the auditor does not do, and how to better understand the audit opinion.

Dataline

12/7/12 | Assurance services

Classification and measurement is an important part of the FASB and IASB’s joint project on financial instruments. This Dataline provides a summary of the boards' decisions that is based on the project summaries posted on their websites, our observations of their meetings, and our understanding of their intent.